Jabil Inc.


SKU: JBL-1 Category:


Jabil Inc. delivered mixed results for the previous quarter, with revenues below the analyst consensus. However, it surpassed Wall Street’s earnings expectations, with core operating income reaching $499 million, constituting 6% of revenue and marking a significant 120 basis points increase year-over-year. This growth was attributed to an enhanced business mix, regular seasonal patterns in the mobility sector, and the anticipated accounting impacts of assets marked for sale. Regarding cash flow and balance sheet metrics, inventory improved by two days sequentially, reaching 78 days. Cash flows from operations amounted to $448 million, while net capital expenditures were $275 million, resulting in an adjusted free cash flow of $173 million. The DMS segment had $4.8 billion in revenue, down 6% due to weak connected devices, partially offset by automotive, transportation, and healthcare growth. Although top-line growth slightly fell short of expectations, the team demonstrated commendable year-over-year growth in core margins, EPS, and adjusted free cash flow. Additionally, the company acquired Retronix, a cutting-edge electronic component reclamation and refurbishment supplier, to expand Jabil’s portfolio with unique innovations while upholding certification, quality, and security requirements.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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